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BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
American Funds American Balanced F1
Price$34.82
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.88B
MFS Total Return R2
Price$19.12
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.53B
BALFX vs MTRRX Comparison Chart
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BALFX vs. MTRRX commentary
May 24, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Buy and MTRRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 238B vs. MTRRX (7.53B). MTRRX pays higher dividends than BALFX: MTRRX (2.11) vs BALFX (1.95). BALFX was incepted earlier than MTRRX: BALFX (24 years) vs MTRRX (22 years). MTRRX (0.97) is less costly to investors than BALFX (0.61). MTRRX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). MTRRX has a lower initial minimum investment than BALFX: MTRRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 5.20 vs. MTRRX (-0.69). BALFX return over 5 years is better than : 37.71 vs. MTRRX (12.91).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | 0.61 | 0.97 | 63% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 1.822 | 1.415 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 7.53B | 3,163% |
| Annual Yield % from dividends | 1.95 | 2.11 | 93% |
| Returns for 1 year | 5.20 | -0.69 | -750% |
| Returns for 3 years | 22.11 | 4.70 | 470% |
| Returns for 5 years | 37.71 | 12.91 | 292% |
| Returns for 10 years | 52.73 | 23.76 | 222% |
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